The thing about these technologies is that you can't repeat the same recipe for iPhone. Even 6 months is too long a time for a company to stay behind. The rate of progress in this field, combined with the insane VC money driven up by the hype around LLMs, means that no company can afford "surprising" everyone by waiting just a bit longer. Google did that and see where they are now.
You're right, but we're talking about Apple. While they may not be able to introduce a ChatGPT competito, Siri basically has a captive audience. With OS-level integrations, you can easily imagine a much more powerful and interactive Siri which becomes popular just because it's available out of the box and offers OS level integrations which a 3rd party chatbot can't.
It's also not like AI tools are why people buy Apple products. So "waiting" probably doesn't cost them much money -- it doesn't impact their core hardware and service revenue. It's "just" a value add for now.
If MS offers Copilot for office only on Windows, I for one will have an incentive to switch from Mac. And if Bing AI gets integrated into Windows, I’ll most likely switch.
